WANY

Wealthspire Advisors (New York) Portfolio holdings

AUM $12.6B
1-Year Est. Return 16.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.43B
AUM Growth
-$955M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Buys

1
+$4.97M
2
+$3.38M
3
+$2.6M
4
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$2.4M
5
VV icon
Vanguard Large-Cap ETF
VV
+$1.26M

Top Sells

1
+$125M
2
+$101M
3
+$82.5M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$77.6M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$51.1M

Sector Composition

1 Technology 3.9%
2 Financials 3.36%
3 Healthcare 2.46%
4 Communication Services 1.72%
5 Consumer Discretionary 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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3,812
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152
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4,576
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174
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5,252
-3,298
175
$396K 0.03%
2,112
-2,285
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7
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